Choosing the right coin is important. Either Bitcoin, or Ethereum—these are the value foundations that crypto markets anchor to. Bitcoin is the sacred totem of the value of cryptocurrencies, supreme above all. As for BNB, as long as Binance’s trading data monopolizes the world and BSC’s share and user base remain stable, its value will still stay close to Bitcoin’s 1/100, anchored there. Previously, I compared the price relationships among CAKE / PENDLE / DOT / ARB. Now it has also confirmed a fact. If a token can receive positive support from the project’s revenue—under conditions of full circulation or no inflation even as tokens are released, and even with buybacks and burns—then the token’s market performance will look rather impressive. It may even be worth holding for the long term. $UNI $CAKE $AAVE will perform very well too. Whether it’s a “bull’s early” or a “bear’s tail” cycle, the leading DeFi protocol token in the washout phase will also perform very well. This means the activity on the chain is starting to rise, protocol revenue will increase, and buybacks and burns will genuinely lift the token price. Add in the pump driven by big-money “whales” accumulating and pushing it up—and the price rises even more. But coins like DOT—so-called “chain coins”—and some Ethereum L2s and zombie-chain empty shells will ultimately go to zero. In the end, it still depends on whether the project itself can generate profit, and whether it will buy back tokens. But some project teams sell the hype of “buybacks and burns.” In reality, emissions are the main share, and buybacks are just theater, meant to show off for foolish retail bag-holders. If you look at those coins long term, it’s like the rolling Yangtze River water flowing eastward. The assets you hold end up flowing like river water into the project team’s East Sea. ARB is also a typical “project team siphoning pool.” As long as they dare to pump it, you should short it—definitely an air coin. The ARB developers on the RB chain make money, but you never see a dime of it coming back to buy back. Don’t count on them to be living Buddhas. Everyone, open your eyes. Try not to bet on meme coins—ten bets, nine losses. People who can do swing trades and who can trade contracts are the real deal. I’m just an ordinary person—keep my little patch of land, and wait for the harvest in June 2029 to make a sure profit, and take that one win (TA).